Jordan Levine is a financial advisor at Merrill with 16 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Keith Mccormack is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in assisting corporate executives and individual clients in optimizing their retirement plans and managing equity compensation, including RSUs, stock options, and concentrated stock positions. His professional approach focuses on tax-efficient planning, diversification strategies, and liquidity planning to align financial flexibility with personal goals. Keith holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's degree from Florida Atlantic University. Keith has been with Merrill Lynch Wealth Management since 2008, after seven years at other insurance and wealth management firms. He is responsible for running training programs for new advisors within his office. Originally from Floral Park, Keith lives in Deer Park with his wife, son, daughter, and two dogs. His personal interests include antiquing, cooking, football, gardening, and spending time with his family.